Ironwood Investment Counsel, LLC Top Holdings and 13F Report (2026) About Ironwood Investment Counsel, LLCInvestment ActivityIronwood Investment Counsel, LLC has $694.15 million in total holdings as of March 31, 2026.Ironwood Investment Counsel, LLC owns shares of 264 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Approximately 5.09% of the portfolio was purchased this quarter.About 4.00% of the portfolio was sold this quarter.This quarter, Ironwood Investment Counsel, LLC has purchased 267 new stocks and bought additional shares in 104 stocks.Ironwood Investment Counsel, LLC sold shares of 120 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $30,871,226Schwab Fundamental U.S. Small Company ETF $30,495,155Microsoft $30,347,262Alphabet $18,580,020Akre Focus ETF $18,430,926 Largest New Holdings this Quarter 81762P102 - ServiceNow $2,399,422 Holding55024U109 - Lumentum $344,352 Holding171779309 - Ciena $305,925 HoldingM87915274 - Tower Semiconductor $242,864 HoldingG54950103 - Linde PLC $242,008 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 84,682 shares (about $4.29M)Intuit 8,130 shares (about $3.52M)Salesforce 17,919 shares (about $3.35M)iShares MSCI EAFE Value ETF 38,034 shares (about $2.83M)ServiceNow 22,950 shares (about $2.40M) Largest Sales this Quarter KLA 2,585 shares (about $3.81M)Cummins 5,969 shares (about $3.21M)Teradyne 10,025 shares (about $2.97M)JPMorgan Ultra-Short Municipal ETF 39,088 shares (about $1.99M)Schwab Fundamental U.S. Small Company ETF 47,996 shares (about $1.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIronwood Investment Counsel, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$30,871,226$274,856 ▼-0.9%121,6404.4%Computer and TechnologyFNDASchwab Fundamental U.S. Small Company ETF$30,495,155$1,556,512 ▼-4.9%940,3374.4%ETFMSFTMicrosoft$30,347,262$570,809 ▼-1.8%81,9814.4%Computer and TechnologyGOOGLAlphabet$18,580,020$898,634 ▼-4.6%64,6122.7%Computer and TechnologyAkre Focus ETF$18,430,926$242,370 ▲1.3%348,7402.7%AKRE FOCUS ETFJNJJohnson & Johnson$15,417,842$244,685 ▼-1.6%63,0742.2%MedicalAMZNAmazon.com$15,152,680$296,580 ▲2.0%72,7542.2%Retail/WholesaleFNDXSchwab Fundamental U.S. Large Company ETF$14,523,756$850,372 ▲6.2%521,4992.1%ETFBerkshire Hathaway Inc Class B$12,049,865$187,373 ▲1.6%25,1451.7%CL B NEWSCHWCharles Schwab$11,897,728$105,258 ▼-0.9%126,5981.7%FinanceAXPAmerican Express$11,279,768$107,081 ▲1.0%37,2901.6%FinanceJPSTJPMorgan Ultra-Short Income ETF$11,249,728$4,285,770 ▲61.5%222,2821.6%ETFLMTLockheed Martin$10,475,834$125,720 ▲1.2%17,3321.5%AerospaceMAMastercard$9,535,065$348,765 ▲3.8%19,0831.4%Business ServicesACNAccenture$9,228,513$1,345,412 ▲17.1%46,5401.3%Computer and TechnologyIVViShares Core S&P 500 ETF$8,715,448$199,890 ▼-2.2%13,3421.3%ETFSYYSysco$8,551,400$165,272 ▲2.0%119,8851.2%Consumer StaplesJPMJPMorgan Chase & Co.$8,438,966$145,905 ▼-1.7%28,6881.2%FinanceUSBU.S. Bancorp$8,049,465$254,070 ▲3.3%154,7671.2%FinanceIWDiShares Russell 1000 Value ETF$7,609,344$10,256 ▼-0.1%35,6121.1%ETFPEPPepsiCo$7,591,531$639,952 ▲9.2%48,8861.1%Consumer StaplesMedtronic$7,579,459$338,975 ▲4.7%87,4721.1%COMTERTeradyne$7,504,063$2,972,038 ▼-28.4%25,3121.1%Computer and TechnologyKLACKLA$7,253,802$3,806,553 ▼-34.4%4,9261.0%Computer and TechnologyAVGOBroadcom$7,187,374$195,617 ▼-2.6%23,2211.0%Computer and TechnologyCTVACorteva$7,013,998$356,857 ▲5.4%83,7891.0%Consumer StaplesCMICummins$6,853,315$3,211,449 ▼-31.9%12,7381.0%Auto/Tires/TrucksAMGNAmgen$6,838,659$374,022 ▲5.8%19,4361.0%MedicalLOWLowe's Companies$6,823,350$523,128 ▲8.3%28,8781.0%Retail/WholesaleQCOMQualcomm$6,814,473$508,172 ▲8.1%52,9151.0%Computer and TechnologyCMCSAComcast$6,525,179$761,938 ▲13.2%227,2780.9%Consumer DiscretionaryLHLabcorp$6,507,823$179,832 ▲2.8%24,3910.9%MedicalUPSUnited Parcel Service$6,503,625$473,799 ▲7.9%66,1070.9%TransportationBUDAnheuser-Busch InBev SA/NV$6,424,921$227,465 ▲3.7%92,6180.9%Consumer StaplesNVDANVIDIA$6,409,993$133,244 ▲2.1%36,7540.9%Computer and TechnologyADBEAdobe$6,177,894$727,540 ▲13.3%25,4150.9%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$6,144,212$1,763,626 ▲40.3%346,1520.9%ETFDISWalt Disney$5,853,705$309,094 ▲5.6%60,7350.8%Consumer DiscretionaryXOMExxonMobil$5,700,956$245,330 ▲4.5%33,6020.8%EnergyMerck & Co Inc$5,678,719$353,296 ▼-5.9%47,2080.8%COMIBMInternational Business Machines$5,403,448$95,746 ▼-1.7%22,2920.8%Computer and TechnologyMCKMcKesson$5,202,011$91,734 ▼-1.7%6,0110.7%MedicalDGDollar General$5,033,698$285,903 ▲6.0%42,3960.7%Retail/WholesaleHDHome Depot$5,002,554$358,500 ▼-6.7%15,2100.7%Retail/WholesaleOGEOGE Energy$4,809,8600.0%100,2890.7%UtilitiesHSYHershey$4,688,825$161,325 ▲3.6%22,5540.7%Consumer StaplesGOOGAlphabet$4,659,216$133,391 ▼-2.8%16,2420.7%Computer and TechnologyCAHCardinal Health$4,569,429$162,922 ▼-3.4%21,6240.7%MedicalMETAMeta Platforms$4,554,506$507,518 ▼-10.0%7,9600.7%Computer and TechnologyWDAYWorkday$4,540,444$743,922 ▲19.6%34,9480.7%Computer and TechnologyTSLATesla$4,525,970$94,802 ▲2.1%12,1740.7%Auto/Tires/TrucksINTUIntuit$4,523,127$3,515,249 ▲348.8%10,4610.7%Computer and TechnologyCRMSalesforce$4,242,555$3,345,023 ▲372.7%22,7270.6%Computer and TechnologyWal-Mart Stores$3,903,665$28,087 ▼-0.7%31,4100.6%COMCOSTCostco Wholesale$3,871,495$292,978 ▼-7.0%3,8850.6%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$3,732,330$210,061 ▲6.0%5,7390.5%FinancePGProcter & Gamble$3,557,709$462,787 ▼-11.5%24,6310.5%Consumer StaplesVBVanguard Small-Cap ETF$3,512,863$1,572 ▲0.0%13,4110.5%ETFVOOVanguard S&P 500 ETF$3,478,904$232,485 ▼-6.3%5,8210.5%ETFELVElevance Health$3,451,862$592,241 ▲20.7%11,7910.5%MedicalCCICrown Castle$3,394,913$506,651 ▲17.5%41,7520.5%FinanceHYDVanEck High Yield Muni ETF$3,225,888$87,044 ▼-2.6%64,3370.5%ETFGLWCorning$3,175,554$361,965 ▼-10.2%23,3540.5%Computer and TechnologyCSCOCisco Systems$3,092,908$48,804 ▼-1.6%39,8620.4%Computer and TechnologyLLYEli Lilly and Company$3,085,837$14,716 ▼-0.5%3,3550.4%MedicalTAT&T$2,986,905$28,990 ▼-1.0%103,0320.4%Computer and TechnologyEFViShares MSCI EAFE Value ETF$2,930,565$2,827,886 ▲2,754.1%39,4150.4%ETFMSMorgan Stanley$2,836,218$48,055 ▲1.7%17,2340.4%FinanceCVXChevron$2,753,464$221,593 ▼-7.4%13,3080.4%EnergyVZVerizon Communications$2,644,411$45,632 ▼-1.7%52,6770.4%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$2,542,386$9,804 ▲0.4%39,6750.4%ETFDOXAmdocs$2,482,020$366,704 ▼-12.9%38,0320.4%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$2,459,903$306,067 ▼-11.1%16,8780.4%ETFNOWServiceNow$2,399,422$2,399,422 ▲New Holding22,9500.3%Computer and TechnologyVVisa$2,394,686$5,138 ▼-0.2%7,9230.3%Business ServicesVCITVanguard Intermediate-Term Corporate Bond ETF$2,346,793$29,211 ▲1.3%28,3600.3%ETFMCDMcDonald's$2,342,097$460,960 ▼-16.4%7,5350.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$2,175,165$962 ▼0.0%6,7800.3%ETFHUBBHubbell$2,132,268$981 ▲0.0%4,3450.3%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$2,117,329$191,690 ▲10.0%21,3290.3%FinanceTTDTrade Desk$2,103,657$818,836 ▲63.7%92,7130.3%Computer and TechnologyCATCaterpillar$2,101,168$14,882 ▼-0.7%2,9650.3%IndustrialsOMCOmnicom Group$2,037,822$51,286 ▲2.6%27,0590.3%Business ServicesABBVAbbVie$2,017,406$25,666 ▼-1.3%9,2750.3%MedicalQQQInvesco QQQ$1,998,297$25,974 ▼-1.3%3,4620.3%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$1,970,020$1,992,706 ▼-50.3%38,6430.3%ETFAPDAir Products and Chemicals$1,934,819$70,885 ▲3.8%6,6600.3%Basic MaterialsTJXTJX Companies$1,879,193$3,513 ▲0.2%11,7670.3%Retail/WholesaleMDLZMondelez International$1,752,093$78,506 ▲4.7%30,3970.3%Consumer StaplesSCHDSchwab US Dividend Equity ETF$1,745,058$351,073 ▼-16.7%56,8790.3%ETFBROBrown & Brown$1,717,500$1,630 ▼-0.1%26,3380.2%FinanceWMWaste Management$1,684,795$6,435 ▼-0.4%7,3310.2%Business ServicesEFGiShares MSCI EAFE Growth ETF$1,673,637$19,157 ▲1.2%15,0270.2%ETFKOCocaCola$1,657,354$11,560 ▲0.7%21,7920.2%Consumer StaplesEMREmerson Electric$1,530,566$13,103 ▼-0.8%11,6810.2%IndustrialsVIGVanguard Dividend Appreciation ETF$1,526,164$110,763 ▼-6.8%7,0960.2%ETFESEversource Energy$1,491,544$91,589 ▲6.5%21,5290.2%UtilitiesXLCCommunication Services Select Sector SPDR Fund$1,483,348$279,818 ▲23.2%13,3800.2%ETFETNEaton$1,481,423$34,344 ▼-2.3%4,1410.2%IndustrialsVCSHVanguard Short-Term Corporate Bond ETF$1,453,752$37,178 ▼-2.5%18,3390.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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